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Your go-to resource for clear, practical information on everything from retirement planning to tax strategy. Explore freely or browse by category to grow your financial knowledge base.
Tax Preparation Resources
Your tax-specific resources to make filing simple. Access downloadable worksheets, checklists, and documents, as well as securely upload your tax documents for our tax division to receive.
Securely and safely upload your tax documents here through our trusted portal for tax clients:
Kaup's Financial Tax Worksheets
Engagement Letter/Privacy Policy
Click HereRental Income Worksheet
Click HereDocuments to Provide Checklist
Click HereBusiness Use of Home / Daycare Worksheet
Click HereBusiness & Farm Checklist
Click HereSchedule A (Itemized Deductions) Works
Click HereIndividual Checklist
Click Here1099 Worksheet
Click HereFarm Income Worksheet
Click HereW-2 Worksheet
Click HereBusiness Income Worksheet
Click HereCommodity Wage Worksheet
Click Here
The Best Resource? Our Specialists
Our team is proud to be your number one knowledgeable resource for navigating the ever-changing financial landscape. Whether you want to know how life changes will impact your tax situation, what government regulations mean for your overall financial plan, or how a holistic approach can support your long-term security, we are here for you.
Not one of our valued clients yet? There's no time like now to see if we're a good fit!